General Motors (NYSE:GM) Reaches New 12-Month High Following Analyst Upgrade

Shares of General Motors Company (NYSE:GM) (TSE:GMM.U) reached a new 52-week high during trading on Tuesday after Tigress Financial raised their price target on the stock from $92.00 to $130.00. Tigress Financial currently has a strong-buy rating on the stock. General Motors traded as high as $88.94 and last traded at $88.5830, with a volume of 995782 shares. The stock had previously closed at $87.04.

Other equities analysts have also recently issued research reports about the stock. Evercore reiterated an “outperform” rating and issued a $100.00 target price on shares of General Motors in a research report on Monday, May 4th. Barclays upped their price target on shares of General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a research report on Wednesday, July 22nd. Morgan Stanley raised their price objective on General Motors from $100.00 to $101.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. Benchmark reissued a “buy” rating on shares of General Motors in a research note on Tuesday, July 21st. Finally, Wells Fargo & Company increased their target price on General Motors from $60.00 to $61.00 and gave the company an “underweight” rating in a report on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $101.41.

Insider Activity at General Motors

In other General Motors news, EVP Rory Harvey sold 8,882 shares of General Motors stock in a transaction that occurred on Monday, July 27th. The stock was sold at an average price of $86.95, for a total transaction of $772,289.90. Following the sale, the executive vice president directly owned 28,513 shares of the company’s stock, valued at approximately $2,479,205.35. The trade was a 23.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $90.00, for a total value of $620,550.00. Following the transaction, the chief accounting officer owned 18,899 shares in the company, valued at $1,700,910. This trade represents a 26.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 1,207,053 shares of company stock valued at $103,225,825. 0.54% of the stock is currently owned by corporate insiders.

Key Headlines Impacting General Motors

Here are the key news stories impacting General Motors this week:

• Positive Sentiment: GM’s second-quarter earnings of $3.57 per share exceeded the $3.19 consensus estimate, while revenue of $48.03 billion also topped expectations and increased 1.9% year over year. The results support the company’s 2026 EPS guidance of $12 to $14. GM vs. Ford Stock: Which Auto Giant Is the Better Buy After Q2 Earnings?
• Positive Sentiment: Erste Group raised its GM EPS forecasts to $13.40 for 2026 and $14.99 for 2027, above its previous estimates. Tigress Financial also lifted its price target to $130 and maintained a strong-buy rating, providing additional bullish analyst momentum.
• Positive Sentiment: GM was highlighted as a value and momentum candidate, with analysts pointing to earnings growth, cash-flow strength and potential benefits as one-time restructuring costs fade. GM also remains Canada’s EV sales leader, with first-half EV sales up 33.4% year over year. 4 Value Stocks Investors Should Buy in the Second Half of 2026
• Positive Sentiment: GM’s investment in a Missouri assembly plant and use of AI agents in its autonomous-driving engineering operations could improve manufacturing capacity and development productivity over time. GM redesigned its engineering workflows around AI agents
• Neutral Sentiment: GM’s shares are near a 52-week high, prompting debate over whether the recent rally can continue. The elevated valuation could attract profit-taking even as improving earnings estimates support the bull case. General Motors Hits Fresh High
• Negative Sentiment: CEO Mary Barra, President Mark Reuss, EVP Rory Harvey and CAO Christopher Hatto collectively sold substantial amounts of GM stock under pre-arranged Rule 10b5-1 plans. Although the transactions were scheduled and the executives retain shares, the concentration of sales may weigh on sentiment.
• Negative Sentiment: Reports claim tariffs could cost GM as much as $3.5 billion, contradicting political claims that import taxes are helping the automaker. Investors may also remain concerned about reports of defective engines and related quality liabilities. Tariffs have saved General Motors

Hedge Funds Weigh In On General Motors

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Laurel Wealth Advisors LLC purchased a new stake in shares of General Motors in the 4th quarter worth about $25,000. Evergreen Advisors LLC purchased a new position in General Motors during the 1st quarter valued at about $26,000. SouthState Bank Corp lifted its position in General Motors by 101.7% during the 4th quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock valued at $29,000 after acquiring an additional 177 shares during the period. Kelleher Financial Advisors bought a new stake in General Motors during the third quarter worth about $29,000. Finally, Kemnay Advisory Services Inc. bought a new stake in General Motors during the fourth quarter worth about $30,000. Hedge funds and other institutional investors own 92.67% of the company’s stock.

General Motors Trading Down 1.0%

The stock’s fifty day simple moving average is $80.14 and its two-hundred day simple moving average is $78.95. The firm has a market cap of $78.47 billion, a PE ratio of 45.17, a PEG ratio of 0.41 and a beta of 1.31. The company has a quick ratio of 0.97, a current ratio of 1.14 and a debt-to-equity ratio of 1.42.

General Motors (NYSE:GM) (TSE:GMM.U) last released its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.19 by $0.38. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The firm had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. During the same period last year, the business earned $2.53 earnings per share. The business’s revenue was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, sell-side analysts forecast that General Motors Company will post 13.27 EPS for the current fiscal year.

General Motors Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be paid a dividend of $0.18 per share. The ex-dividend date is Friday, September 4th. This represents a $0.72 dividend on an annualized basis and a yield of 0.8%. General Motors’s payout ratio is presently 36.36%.

General Motors Company Profile

General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.

GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.